Financial Adviser
· WILLIAMSTOWN, VIC
Lisa Mortimer
No disciplinary history on record with ASIC
WILLIAMSTOWN,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268727
Lisa Mortimer is a financial adviser based in Williamstown, Victoria, with 8 years of experience in the financial services industry since 2018. Lisa is currently authorised under Pbo Financial Solutions. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lisa's qualifications include a Master of Financial Planning from Kaplan Professional. Lisa is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register